Intersect

AI Banking Intelligence Softwareintersectgrp.net

Intersect Technology Group provides AI strategy advisory and the BankIQ platform (built on IBM watsonx) to US community banks and credit unions, integrating with Jack Henry, FIS, and Fiserv to convert fragmented banking data into customer intelligence, targeted outreach, and workflow automation.

Company typePrivate
Founded2023
HeadquartersAlpharetta, United States
Headcount11–50
GTM typeB2B
OfferingSoftware

What Intersect does

Intersect Technology Group is a privately held AI advisory and software company focused exclusively on US community banks and credit unions, headquartered in Alpharetta, Georgia. The company sells a phased AI Strategy & Enablement service that begins with collaborative workshops, delivers a board-ready AI strategy within 2-3 weeks, and ships production use cases within 90 days through co-built quick-win implementations. Its flagship software product, BankIQ, is an AI-powered operational intelligence platform built on IBM watsonx, with native integrations to the Jack Henry, FIS, and Fiserv core banking systems; the platform combines customer insights, targeted outreach recommendations, growth analytics, automation workflows, and AI assistants, and is scheduled for general availability in Summer 2026.

The company is led by CEO Rob Spessard, a serial technology entrepreneur with three decades in the Southeast VAR space and prior banking experience in M&A financing and structured finance, and CTO CJ Kadakia, with 25+ years in enterprise software across NTT DATA, C1, and a media-tech startup acquired by MediaOcean. Intersect holds IBM Partner Plus Platinum status and WatsonX Gold 100 Program membership, distributes through TD SYNNEX, and was named a 2026 TAG Top 40 Most Innovative Company in Georgia. Revenue today is generated almost entirely from professional services engagements with mid-market community banks, with named engagements including a TN Regional Bank, a Southeast Regional Bank (post-merger integration), a GA Community Bank (back-office and compliance automation), and two GA De Novo Banks (AI-ready operating model design); recurring subscription revenue from BankIQ is pre-revenue until launch.

Intersect firmographics

Firmographics

Name: Intersect
Legal name: Intersect Technology Group
Website: https://intersectgrp.net
Company type: Private
Founded year: 2023
Operating status: Operating
Headcount range: 11–50 employees
Short description: Intersect Technology Group provides AI strategy advisory and the BankIQ platform (built on IBM watsonx) to US community banks and credit unions, integrating with Jack Henry, FIS, and Fiserv to convert fragmented banking data into customer intelligence, targeted outreach, and workflow automation.
Ownership category
akta.pro rank

Intersect industry classification

Industry

Product category: AI Banking Intelligence Software
NAICS: Miscellaneous Financial Investment Activities (523999)
SIC: Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373)
akta.pro primary industry: Augmented Analytics & AI-Assisted BI (NLQ/NLG, Insights) (HDAEAMAD)
akta.pro secondary industry: AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)

Keywords

Community banking AI
AI advisory services
Banking intelligence platform
Credit union technology
Core banking integration

Where Intersect is headquartered

Location

Headquarters

HQ city: Alpharetta
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Intersect business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

AI Strategy & Enablement Services: Hands-on advisory services including workshops, strategy playbacks, and quick-win builds. The engagement model follows a phased approach: collaborative half-day to full-day workshops, followed by board-ready executive summaries with recommended use cases, then implementation of high-impact use cases built together in 3-6 weeks, with ongoing expansion.
BankIQ Software Platform: Annual subscription-based software platform providing operational intelligence for community banks. Platform includes customer insights, targeted outreach, growth analytics, automation workflows, AI assistants, and integration monitoring. Scheduled to launch Summer 2026.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	AI Strategy & Enablement - Workshop and Advisory
Subscription	Annual	BankIQ Platform Subscription

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Intersect product offering

Product offering

Core offering

Intersect provides AI Strategy & Enablement advisory services and the BankIQ software platform to U.S. community banks and credit unions. The advisory engagements include half-day to full-day workshops, board-ready strategy playbacks, 3-6 week quick-win builds, and ongoing expansion, while BankIQ is an IBM watsonx-powered intelligence platform integrating with Jack Henry, FIS, and Fiserv core banking systems to deliver customer insights, targeted outreach, growth analytics, automation workflows, and AI assistants.

Product overview

Intersect Technology Group offers a single unified product platform called BankIQ, an AI-powered intelligence platform built specifically for community banks and credit unions. The company also provides AI Strategy & Enablement services consisting of hands-on workshops, strategy playbacks, quick win builds, and ongoing expansion support. BankIQ, built on IBM watsonx, is designed to be the central hub where customer intelligence, workflow automation, and AI initiatives come together, transforming fragmented data from core banking systems into actionable insights that drive deposits, loans, and smarter operations.

Differentiator

Problem solved

Functional benefit

Brands

BankIQ™: AI platform for community banks that provides customer insights, targeted outreach, growth analytics, automation workflows, AI assistants, and integration monitoring. Built on IBM watsonx, integrates with core banking systems including Jack Henry, FIS, and Fiserv. Coming Summer 2026.

Products and services

BankIQ AI-powered intelligence platform for community banks and credit unions that transforms scattered banking data into operational intelligence. Provides customer insights, targeted outreach, growth analytics, automation workflows, AI assistants, and integration monitoring. Integrates with Jack Henry, FIS, and Fiserv core banking systems.
AI Strategy & Enablement Services Hands-on advisory services for community banks and credit unions covering collaborative AI strategy workshops, board-ready executive summary playbacks, quick-win implementation builds, and ongoing expansion support. Phased engagement model maps processes, identifies use cases, prioritizes initiatives, and delivers production-ready AI use cases.

Quantifiable outcome

Community banks can go from initial AI conversations to production use cases in under 90 days

Companies that use Intersect

Customer profile

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Intersect technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature1 record

Intersect partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core and minor.

IBMcoreTechnology or IntegrationIBM Partner Plus Platinum member and WatsonX Gold 100 Program partner. BankIQ is built on IBM watsonx technology. The partnership provides technical infrastructure, credibility for enterprise-grade AI solutions, and co-marketing opportunities in the financial services sector.
TD SYNNEXminorChannel Partner/ Reseller/ DistributorDistribution partnership for technology solutions and go-to-market support in the technology channel ecosystem.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Intersect competitors and assessment

Company assessment

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Intersect financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Intersect leadership team

Management profile

Number of profiles

Profiles6 records

Intersect funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Intersect M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Intersect

What does Intersect do?

Is Intersect a public or private company?

Intersect is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Intersect founded?

Intersect was founded in 2023. It employs 11 to 50 people.

Where is Intersect based?

Intersect is headquartered in Alpharetta, United States, in the North America region.

How does Intersect make money?

Two revenue lines are on record. AI Strategy & Enablement Services are the primary driver. The others are bankIQ Software Platform.

Does Intersect have an API?

No public API is recorded for Intersect.

What industry is Intersect in?

Intersect's product category is AI Banking Intelligence Software. Its primary akta.pro industry code is HDAEAMAD, Augmented Analytics & AI-Assisted BI (NLQ/NLG, Insights), with a secondary code of HDAEANAI, AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI). Its NAICS code is 523999 and its SIC code is 8742.